Fp&A Lead

Fp&A Lead - Detalhes da Vaga. ● The company specializes in preparing growing businesses for significant financial milestones—such as mergers and acquisitions, large-scale financing, and expansion initiatives. ● Their mission is to build and implement robust financial systems and processes that strengthen clients’ financial health and operational readiness. ● They are seeking a proactive, detail-oriented, and client-facing professional capable of leading and mentoring a team, managing multiple priorities, and ensuring both accuracy and compliance across all financial activities. ●??? Key ResponsibilitiesAccounting Oversight & FP&A: Lead all accounting and financial planning activities for client accounts, including budgeting, forecasting, cash flow, and monthly reporting. ● Ensure accuracy, consistency, and strategic alignment in all deliverables. ● Team Leadership & Operations: Manage and mentor the accounting and FP&A team, assign and review tasks, provide feedback, and maintain accountability. ● Step in when needed to support team absences and ensure continued delivery. ● Client Advisory & Deliverables: Own all client deliverables from onboarding through ongoing support. ● Serve as a strategic advisor, providing financial insights to drive business growth and informed decision-making. ● Compliance, Controls & Technical Execution: Oversee AP/AR, reconciliations, journal entries, and month/year-end closes. ● Ensure financial statements comply with U. ●S. ● GAAP, meet tax requirements, and reflect accurate performance insights. ● Lead timely tax filings and implement tax strategies. ● Process Optimization & Service Excellence: Continuously improve SOPs, implement automation tools, and strengthen internal controls. ● Deliver premium service through proactive communication, problem-solving, and relationship-building. ●?? Qualifications3-5 years of accounting and finance experienceBachelor''s degree in Accounting, Finance, or a related fieldIn-depth knowledge of accounting principles and proceduresExperience in financial statement preparation and general ledger functionsProficient in QuickBooks OnlineFamiliarity with project management and accounting tools such as ClickUp and KeeperPrior experience in business consulting or client-facing service rolesStrong understanding of U. ●S. ● GAAPExceptional leadership and team management skillsHighly organized, detail-oriented, and efficient under tight deadlines?? Nice to HaveCPA or CMA certificationExperience with tax planning strategiesFamiliarity with financial analysis and reporting toolsBackground in fast-paced, high-growth environmentsBilingual in SpanishKnowledge of Slack-like communication platforms and advanced Excel functions. Requisitos para participar do processo. ● . O que oferecemos.